This financial planning and accounting business focuses on strategic advice for a variety of clients ranging from young wealth accumulators, to retirees and small business owners
They are currently seeking an experienced Self Managed Super Fund Administrator who has the ability to liaise effectively with their client base and maintain excellent relationships. If you would like to work for a market leading boutique, this is a great opportunity.
Some of your key responsibilities will include, but not be limited to:
Answering calls from clients regarding the implementation and management of their SMSF portfolio’ s Placement of funds into nominated investments, and management of new client implementation. Recording contributions Managing payments too and from the fund Completing tax returns for SMSF’s
To be successful for the role you must have experience working in a professional financial planning business, liaising with clients, and supporting advisors.
RG146 compliance is not essential, however it is highly regarded. Strong computer skills will be required and experience in Coin or Xplan would be an advantage. In return this organisation will provide you with a happy, professional environment that utilises cutting edge technology, research and products
Kiera Brown Principal Consultant
FS Recruitment Solutions Financial Services Specialists
Suite 11, 60 Siddelley Street Docklands, 3008
Email: kbrown@fsrecruitmentsolutions.com.au www.fsrecruitmentsolutions.com.au Mobile: 0409 598 111 Fax: 03 9636 3522